This page (revision-37) was last changed on 26-Nov-2021 10:22 by rforbes

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
37 26-Nov-2021 10:22 20 KB rforbes to previous BSS_EVIDENCE_REQ(System_Preference) ==> BSS EVIDENCE REQ(System_Preference)
36 26-Nov-2021 10:22 20 KB jmyers to previous | to last BSS D REASON REQ ==> BSS D REASON REQ(System_Preference)
35 26-Nov-2021 10:22 20 KB jmyers to previous | to last BSS_EVIDENCE_REQ ==> BSS_EVIDENCE_REQ(System_Preference)
34 26-Nov-2021 10:22 20 KB jmyers to previous | to last
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Page References

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OPEN ENROLLMENT SET UP
OPEN ENROLLMENT SET UP

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Difference between version and

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!!Open Enrollment Setup
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!!Open Enrollment Setup
In order to use the Benefit Open Enrollment facility there are numerous set up requirements that must be fulfilled. There are many options available to allow for the various benefit requirements and to allow clients to tailor the screens and data to their liking.
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!Set Up & Definitions
Step 1: IBPT – Define Benefit Plan Types
Plan Type
This type should be descriptive of the plans associated to it as it is displayed in WEBOEE.
Sequence
A sequence should be defined as this will determine the order the plan types are displayed to the employee in the election form. If a sequence is not defined, the plan types will display in alphabetical order.
Recipient Type
This can be used to define a recipient type if all of the plans linked to the plan type allow the same type of recipient to be enrolled. If an employee is only allowed to elect themselves in the plan, ‘Not Applicable’ should be used. If the plans allow for different participant types a recipient type can be defined at the coverage level.
Plan Type URL
A URL can be defined to provide the employees with a link to external documentation that may provide additional information on each plan within the plan type, or to a carrier’s website. This will be displayed on the SS election form beneath the Election Intro ext.
Description
Ensure a description has been defined and is reflective of the plans within the plan type as this will be visible in WEBOEE. Basic HTML tags can be used to tailor the look of the text.
Election Intro Text
This field is used to include introductory text to the plans. This can be used to provide additional instructions to employees. Basic HTML tags can be used to tailor the look of the text.
!Step 1: IBPT – Define Benefit Plan Types
;Plan Type:This type should be descriptive of the plans associated to it as it is displayed in WEBOEE.
;Sequence:A sequence should be defined as this will determine the order the plan types are displayed to the employee in the election form. If a sequence is not defined, the plan types will display in alphabetical order.
;Recipient Type:This can be used to define a recipient type if all of the plans linked to the plan type allow the same type of recipient to be enrolled. If an employee is only allowed to elect themselves in the plan, ‘Not Applicable’ should be used. If the plans allow for different participant types a recipient type can be defined at the coverage level.
;Plan Type URL:A URL can be defined to provide the employees with a link to external documentation that may provide additional information on each plan within the plan type, or to a carrier’s website. This will be displayed on the SS election form beneath the Election Intro ext.
;Description:Ensure a description has been defined and is reflective of the plans within the plan type as this will be visible in WEBOEE. Basic HTML tags can be used to tailor the look of the text.
;Election Intro Text:This field is used to include introductory text to the plans. This can be used to provide additional instructions to employees. Basic HTML tags can be used to tailor the look of the text.
This page (revision-37) was last changed on 26-Nov-2021 10:22 by rforbesTop